Omega Investment Management - Omega Investment Management

EMPOWER YOUR
FINANCIAL FUTURE

Experience the Omega Advantage

Our Services: Tailored Solutions for Individuals and Organization

Individual wealth management

Strategic wealth planning tailored to your goals.

Retirement Plans for Organizations

Your organization is not just a number to us.

Insurance Solutions

Comprehensive suite of insurance solutions to safeguard your present and future.

WRNS Studio

“We have enjoyed working with Kathy Steinbrecher / Omega Investment Management for more than a decade. We find them to be extremely helpful and responsive. They ensure we meet all of the fiduciary requirements associated with 401K plans while helping us select top quality funds that consistently out perform their peer groups. We are very happy with Omega Investment Management and recommend them very highly.”

Corporate Client

Hood & Strong LLP

“We have been thoroughly impressed with the services provided by Omega Investment Management. Their team possesses exceptional expertise in 401(k) planning, and their accessibility to answer our questions has been unparalleled. With their guidance, we have been able to streamline the management of our 401(k) plan, freeing up time to focus on growing our business. We highly recommend Omega Investment Management to any business owner seeking a knowledgeable team to consult on their 401(k) plan, allowing them to focus on their company’s continued success.”

Corporate Client

Emeryville Occupational Medical Center, Inc.

“Omega Investment Management services are unparalleled, and they are always available to answer any questions we have. Their expertise in understanding our 401(k) plan has allowed us to focus on growing our business rather than the intricacies of 401k rules and regulatory changes. We highly recommend Omega Investment Management to business owners who want an experienced team to consult on their 401k plan so they can focus on their company.”

Corporate Client

Dale Hardware

“Omega demonstrates a true specialty in retirement plan consulting; generalists cannot provide the expertise to insulate against liability risk or relieve plan issues that arise. Omega provides independent analysis of the investments and always puts us first. Omega is always available to us the employer for any plan related questions and to participants for employee meetings, questions, or one-on-one time. We highly recommend their services.”

Corporate Client

FORELL | ELSESSER

“We highly recommend the services of Omega Investment Management to anyone seeking to optimize their 401k plan. Their team of professional and knowledgeable staff has been instrumental in guiding us towards our corporate goals of aiding us in attracting employees. We are truly grateful for their help and expertise in maximizing our 401k plan employee benefit.”

Corporate Client

ASA Computers

“We found choosing the best retirement plan advisor goes beyond just selecting funds or pursuing the highest returns. Omega Investment Management is a specialist in employer retirement plans and has the expertise of prudently monitoring our plan and adhering to fiduciary standards, which makes them unique and extremely valuable to our firm. We highly recommend their services.”

Corporate Client

RESOURCES

Tariffs Are Not Going Away

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February 3, 2026

Reports that the latest round of tariffs are “dead” are premature. The Supreme Court recently ruled against several of the newer tariffs imposed under emergency trade authority. In a narrow decision, the Court concluded that the 1977 law granting the president certain emergency trade powers did not clearly authorize the …

No Rate Cut

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January 29, 2026

As expected, the Federal Reserve kept interest rates unchanged at this week’s meeting. Going into Wednesday, futures markets were pricing a…

Five Global Shifts That Could Fuel International Equity Momentum

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January 27, 2026

Five Global Shifts That Could Fuel International Equity Momentum For over a decade, U.S. equities have led the pack, driven by innovation in tech and strong corporate earnings. However, 2025 is beginning to paint a different picture. With new catalysts emerging abroad, the investment landscape is starting to shift — …